Meet One of UCF’s Portfolio Managers: Channing Capital

UCF recently appointed Channing Capital, a minority-owned firm, as a Small Cap Fund Manager. Stacey Pettice, UCF Executive of Institutional Relationships, sat down with Wendell Mackey, Founder and Co-Chief Executive Officer, to discuss Channing Capital’s investment strategies and his view on responsible investing.

January 2021 Market Review

This article summarizes the markets and our funds’ performance for the month of January 2021, provided by our Chief Investment Strategist David A. Klassen.

UCF Upgrades Phone System

UCF has upgraded our phone system. Please use our toll-free line: 877-806-4989 or fax us at: 332-219-8758. As there may be delays in responses to phone and fax inquiries during this upgrade, please email us at [email protected] if you don’t receive a prompt response.

Q4-2020 Town Hall Meeting Recording

UCF hosted a quarterly Town Hall meeting on February 2, 2021 to provide updates on 2020 investment returns, investment strategies for 2021 and beyond, and updates on responsible investing efforts. The recording and presentation are now ready for viewing and download.